Against the prior comparable 8-K:1.01, the primary document has 3 changed, 15 added, and 20 removed meaningful sentences.
COMPANY OVERVIEW · SOURCE-BACKED
Analog Devices Inc
ADICompany evidence profile
Historical market context and recent SEC disclosures for Analog Devices Inc. This view uses the current local evidence snapshot.
- Latest adjusted close
- $391.07Observed 2026-10-23
- Return gap vs SPY
- 57.12021-10-25 to 2026-10-23
- Filings in snapshot
- 5Prices 1980-03-17 to 2026-10-23
Price field: vendor-adjusted closeSEC EDGAR company recordCIK 0000006281
THE BRIEF
Start here, then verify below.
Three statements, each labelled by what kind of statement it is. Every number in them is linked to its source further down the page.
Over the selected historical period, ADI returned 135.5% with a maximum drawdown of -32.2%. These are historical observations, not a forecast.
This local snapshot covers SEC disclosures, latest-restated annual Company Facts when available, and adjusted daily prices. It does not establish valuation, future return, or an investment recommendation.
Generated: deterministic_fallback · Historical observations, not forecasts.
FILED RESULTS
What the latest financial report says
Quarterly figures as filed in the 10-Q for the period ending 2026-08-01, filed 2026-08-19. Read from one filing, so the period and the accounting concept always match the number.
Revenue
+39.6% YoYCurrent: 2026-05-03 — 2026-08-01 · USD
Prior year: $2.88B (2025-05-04 — 2025-08-02)
Reported revenue before expenses; not stock performance.
Category reference unavailable. Only 2 eligible companies; at least 5 are required.
Reference method and sources
As of 2026-08-19. Latest cached filings only; one issuer per CIK (share classes deduplicated); SEC SIC first 3 digits, same annual or quarterly grain, exact accounting concept and currency. Period ends within 45 days, durations within 15 days. Later filings, missing comparisons and zero or loss bases are excluded. Equal-weight median of company YoY rates — not aggregate industry growth, a full industry census, or a matched business peer set.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
RevenueFromContractWithCustomerExcludingAssessedTaxNet income
+158.4% YoYCurrent: 2026-05-03 — 2026-08-01 · USD
Prior year: $0.52B (2025-05-04 — 2025-08-02)
Reported net income after expenses and taxes; the exact SEC concept is below.
Category reference unavailable. Only 1 eligible companies; at least 5 are required.
Reference method and sources
As of 2026-08-19. Latest cached filings only; one issuer per CIK (share classes deduplicated); SEC SIC first 3 digits, same annual or quarterly grain, exact accounting concept and currency. Period ends within 45 days, durations within 15 days. Later filings, missing comparisons and zero or loss bases are excluded. Equal-weight median of company YoY rates — not aggregate industry growth, a full industry census, or a matched business peer set.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
NetIncomeLossDiluted EPS
+163.5% YoYCurrent: 2026-05-03 — 2026-08-01 · USD/shares
Prior year: $1.04 / share (2025-05-04 — 2025-08-02)
Diluted earnings per share; not total profit or a growth rate.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
EarningsPerShareDilutedGross profit
+51.3% YoYCurrent: 2026-05-03 — 2026-08-01 · USD
Prior year: $1.79B (2025-05-04 — 2025-08-02)
Revenue less cost of revenue, in dollars; not gross margin percent.
Metric definition
YoY = current ÷ prior-year value − 1, against the same period a year earlier rather than the previous quarter. Percentage-point gap = company growth − sample median growth.
GrossProfitConsolidated figures as reported. Accounting treatment and business mix differ between companies, and a filed result is not a forecast.
HISTORY AND RISK
What this has done, and how roughly
Adjusted daily prices over the selected period, against SPY. SPY is an exchange-traded fund tracking the S&P 500.
ADISPYAdjusted daily closes
Ending value$23,551From $10,000 invested, 2021-10-25 to 2026-10-23
Return gap vs SPY, in percentage points57.1ADI +135.5% · SPY +78.4%
Total return+135.5%2021-10-25 to 2026-10-23
Annualised return+18.7%Compound rate over the period shown
Annualised volatility34.2%Daily returns, annualised
Maximum drawdown-32.2%Trough 2025-04-04
Beta to SPY1.43Sensitivity to the benchmark's moves
Correlation with SPY0.721,255 matched sessions
What that felt likeThe worst peak-to-trough fall over this period was -32.2%, and the worst single session was -9.4%. Both already happened; neither bounds what comes next.
Only this section follows the benchmark selector. The brief, filing reactions and Ask evidence stay on SPY; this chart is showing SPY.
Past return and risk are observations about a period that is over. They are not a forecast, and nothing here is investment advice.
PRIMARY DISCLOSURES
What was filed
SEC checked 2026-10-24
The filings themselves, with what the company disclosed kept apart from what this project measured about it.
8-KMaterial agreement entered2026-09-18 00:15+3.4% after filing
- Material agreement entered
- Financial statements and exhibits
Quoted from the filing
English, as filed
The Notes were sold in an underwritten public offering pursuant to an underwriting agreement, dated as of September 15, 2026, between the Company and J.P.
Source passage
English, as filed
Morgan Securities LLC, as representative of the several underwriters named therein (the “Underwriting Agreement”).
Source passage
English, as filed
The above description of the Underwriting Agreement is qualified in its entirety by reference to the Underwriting Agreement, which is filed as Exhibit 1.1 hereto and is incorporated herein by reference.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2026-07-03: 3 changed, 15 added, 20 removed.
Changed · 53% text match
English, as filed
The 2036 Notes bear interest at a rate of 5.750% per annum and will mature on October 1, 2036.
Changed · 53% text match
English, as filed
The above description of the Underwriting Agreement is qualified in its entirety by reference to the Underwriting Agreement, which is filed as Exhibit 1.1 hereto and is incorporated herein by reference.
8-KRegulation FD disclosure2026-09-09 16:19+1.2% after filing
- Regulation FD disclosure
- Financial statements and exhibits
Quoted from the filing
English, as filed
(“Alif”) announced the entry into a definitive agreement under which the Company will acquire Alif, a provider of low-power microcontroller and fusion processor semiconductor products with integrated AI/ML acceleration.
Source passage
English, as filed
The information contained in this Item 7.01 and in Exhibit 99.1 attached hereto shall not be incorporated into any registration statement or other document filed by the Company with the U.S.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2026-05-20: 3 changed, 0 added, 1 removed.
Changed · 62% text match
English, as filed
(“Alif”) announced the entry into a definitive agreement under which the Company will acquire Alif, a provider of low-power microcontroller and fusion processor semiconductor products with integrated AI/ML acceleration.
Changed · 95% text match
English, as filed
The transaction is expected to close in the fourth quarter of calendar year 2026, subject to customary closing conditions, including the expiration of the applicable waiting period (and any extension thereof) under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended.
8-KResults of operations (earnings)2026-08-19 15:03-1.3% after filing
- Results of operations (earnings)
- Financial statements and exhibits
Quoted from the filing
English, as filed
Results of Operations and Financial Condition On August 19, 2026, Analog Devices, Inc.
Source passage
English, as filed
(the “Registrant”) announced its financial results for its fiscal third quarter ended August 1, 2026.
Source passage
English, as filed
The full text of the press release issued by the Registrant concerning the foregoing results is furnished herewith as Exhibit 99.1.
Source passage
Against the prior comparable filing
Compared with the filing accepted 2026-05-20: 0 changed, 0 added, 0 removed.
8-KOther events2026-07-30 01:15-0.3% after filing
- Other events
No passage could be extracted deterministically from the cached primary document, so none is quoted.
Against the prior comparable filing
Compared with the filing accepted 2023-03-24: 0 changed, 18 added, 5 removed.
Added
English, as filed
(the “Company”) identified unauthorized access to certain Company systems.
Added
English, as filed
Following detection of the unauthorized access, the Company immediately activated its incident response protocols and engaged external cybersecurity experts to assist with containment and investigation activities.
8-KMaterial agreement entered2026-07-03 00:05-0.1% after filing
- Material agreement entered
- Direct financial obligation created
- Financial statements and exhibits
Quoted from the filing
English, as filed
The Revolving Credit Agreement, provides for a 364-day revolving credit facility (“Revolving Credit Facility”) in an aggregate principal amount not to exceed $3.0 billion.
Source passage
English, as filed
Terms used in this Item 1.01 and not defined herein shall have the meanings ascribed to them in the Revolving Credit Agreement, which is attached to this Form 8-K as Exhibit 10.1.
Source passage
English, as filed
Each Term SOFR Loan will bear interest at a rate per annum equal to the applicable Term SOFR plus a margin based on the Company’s Debt Ratings from time to time of between 0.48% and 0.925%.
Source passage
Numbers in the filing
- $3.0 billion
- 0.48%
- 0.925%
Against the prior comparable filing
Compared with the filing accepted 2025-06-17: 3 changed, 20 added, 12 removed.
Changed · 57% text match
English, as filed
The foregoing description of the Revolving Credit Agreement does not purport to be complete and is qualified in its entirety by reference to the full text of the Revolving Credit Agreement, which is filed as Exhibit 10.1, and incorporated herein by reference.
Changed · 48% text match
English, as filed
The Revolving Credit Agreement contains customary representations and warranties, and affirmative and negative covenants and events of default applicable to the Company and its subsidiaries.
Earlier filings
Each with the move on the first eligible session afterwards, measured against the benchmark. A measurement of magnitude, not a cause.
- 2026-03-13Director or principal officer change-0.2% on 2026-03-13Source filing
- 2026-05-20Regulation FD disclosure+1.3% on 2026-05-20Source filing
- 2026-05-20Results of operations (earnings)-3.7% on 2026-05-21Source filing
- 2026-07-03Material agreement entered-0.1% on 2026-07-06Source filing
- 2026-07-30Other events-0.3% on 2026-07-30Source filing
- 2026-08-19Results of operations (earnings)-1.3% on 2026-08-20Source filing
- 2026-09-09Regulation FD disclosure+1.2% on 2026-09-10Source filing
- 2026-09-18Material agreement entered+3.4% on 2026-09-18Source filing
EVENTS AND WHAT IS NEXT
What happened, and what to watch
Event items are published headlines and filing index entries, linked to their source. They are not analysis, and the feed is not a trading signal.
GROUNDED RESEARCH
Ask about this evidence
Questions are answered from this company's evidence packet alone. Citations and number literals are checked against that packet before an answer is shown, and an answer that fails the check is withheld rather than displayed.
No investment advice, price target or directional forecast is produced, and a question asking for one is refused.